Communications
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Will You Help?
Hi everyone, We'd really appreciate it if you would help us spread the word about bivio.A We've posted a link to the list of "Reasons to Use bivio" list to our: Facebook Page Twitter and Google+ pages.A A It would be great if you would ...
1 message
Member withdrawal - AccountSync message
Robert, Laurie recently walked our club through a withdrawal. We had made many errors before contacting her at bivio. We are very appreciative of all the information she offered. Mary On Monday 10/11/2014 at 1:28 pm, Laurie Frederiksen wrote: Hi Robert, You must have unidentified ...
1 message
Reasons to Use bivio
Hi all, If you have friends with investment clubs that are not using bivio yet, here's some reasons you can share with them to give us a try: Reasons To Use bivio It's a great time of year to talk to other clubs about switching.A ...
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Member withdrawal - AccountSync message
Hi Robert, You must have unidentified debits or credits in your records.A You need to find them and identify what they were before you can enter a correct withdrawal. If you email us at support@bivio.com ,A we can look at your records and give you ...
1 message
Member withdrawal - AccountSync message
While inputting information on the Withdrawal page for a withdrawing member, I get the following message: "There are unidentified AccountSync debits or credits prior to the selected Valuation Date. Before recording the withdrawal, you must identify the items on the Account Details page." How do ...
2 messages
stock filing bankruptcy
I have submitted filings when one of my stocks ended up in law suits. Save your buy and sell confirmations, copies are needed in order to file for your share of any settlement. The forms are easy and you are entitles to any settlement coming ...
1 message
stock filing bankruptcy
I am neither a lawyer nor a stockbroker so my opinion is not binding (lol). Simply stated, most of those types of lawsuits apply to the dates of purchase, so if you purchased the stock after a certain date and sold it at a loss ...
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stock filing bankrupsy
Yeah, okay thanks Gary Walker. My apologies for having offended. Did you know that all caps means shouting. Hopefully you admonish equally all of the errors you see. On Thursday 06/11/2014 at 3:19 pm, gary.walker2@cox.net wrote: > bankruptcy-B-A-N-K-R-U-P-T-C-Y-bankruptcy > > On Thu, Nov 6, 2014 ...
1 message
stock filing bankrupsy
Thanks for the responses. On Thursday 06/11/2014 at 12:23 pm, Mike Jones via bivio.com wrote: Would selling these nearly worthless shares preclude claiming any benefit that may result from the lawsuit? Or would having owned the shares secure your rights? Mike Jones Wall$treet Wannabees From: ...
1 message
stock filing bankrupsy
bankruptcy-B-A-N-K-R-U-P-T-C-Y-bankruptcy On Thu, Nov 6, 2014 at 4:27 AM, mmoriarty@crocker.com wrote: > We received a notice that a stock we invested a small sum in has filed > for bankrupsy. There is also a lawsuit filed against them for > fraudulent representation of company finances. ...
1 message
stock filing bankrupsy
We received a notice that a stock we invested a small sum in has filed for bankrupsy. There is also a lawsuit filed against them for fraudulent representation of company finances. What steps should our club take?
4 messages
A Day for Voting
Warren Buffet paraphrased Benjamin Graham in his 1993 letter to his shareholders, writing: "As Ben Graham said: 'In the short-run, the market is a voting machine but in the long-run, the market is a weighing machine.'" This can make the stock market a bit crazy ...
1 message
Transferring Stock For a Withdrawal - Example
Good Morning Everyone, Annie Carlson recently withdrew from Da Demo club.A A Because of tax advantages for both the club and for Annie, they used appreciated stock to pay out her withdrawal. Here is a description of the process they went through to do that.A ...
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Grandchildren and Investing
My grandchildren heard (and maybe watched) CNBC with me, so they began to understand some broad concepts. For example when the Dow went down my grandson said " Nana we are losing money, but don't worry it (DOW) will come backup. Subsequently He attended one ...
2 messages
Grandchildren and Investing
Any insights on how to begin educating my grandchildren (8-16 yrs) on stock investing? Thoughts and tips on methods of how to set up the purchases for them. I invest through Scottrade.
6 messages